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The Next Chapter for Inflation with Cullen Roche

The Next Chapter for Inflation with Cullen Roche

FromExcess Returns


The Next Chapter for Inflation with Cullen Roche

FromExcess Returns

ratings:
Length:
62 minutes
Released:
Feb 15, 2024
Format:
Podcast episode

Description

With inflation off its highs, but still elevated relative to the Fed's target, there are differing opinions on where we go from here. In this episode, Discipline Funds founder Cullen Roche joins us to help work through it. We discuss the challenge of measuring inflation, the relationship between inflation and the labor market, the potential future path of inflation and what to expect from the Fed going forward.

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Released:
Feb 15, 2024
Format:
Podcast episode

Titles in the series (100)

Excess Returns is an investing podcast hosted by Jack Forehand and Justin Carbonneau, partners at Validea. Justin and Jack discuss a wide range of investing topics, including factor investing, value investing, momentum investing and behavioral finance, with the goal of helping those who watch and listen become better long term investors, all in twenty minutes or less per episode.